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Medtronic

1,930 hedge funds and large institutions have $87.7B invested in Medtronic in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 913 increasing their positions, 707 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $893M | Put options by funds: $461M

29% more repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 707

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

1.45% more ownership

Funds ownership: 80.59%82.04% (+1.5%)

5% less funds holding

Funds holding: 2,0211,930 (-91)

8% less capital invested

Capital invested by funds: $95.6B → $87.7B (-$7.91B)

39% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 148

Holders
1,930
Holders Change
-91
Holders Change %
-4.5%
% of All Funds
33.25%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.57%
New
90
Increased
913
Reduced
707
Closed
148
Calls
$893M
Puts
$461M
Net Calls
+$432M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LB
1751
Legacy Bridge
Iowa
$123K +$13.5K +150 +11%
AWM
1752
Atticus Wealth Management
Florida
$122K
SAM
1753
S.A. Mason
Michigan
$122K +$2.25K +25 +2%
CT
1754
Clearstead Trust
Maine
$122K +$136K +1,510 New
PR
1755
Payden & Rygel
California
$121K -$4.08M -45,400 -97%
BSB
1756
Bangor Savings Bank
Maine
$121K -$3.86K -43 -3%
HWM
1757
HighMark Wealth Management
Minnesota
$119K +$1.08K +12 +0.8%
WTA
1758
Washington Trust Advisors
Massachusetts
$117K +$7.73K +86 +6%
KFI
1759
Key Financial Inc
Pennsylvania
$116K +$9.71K +108 +8%
EIP
1760
Ellis Investment Partners
Pennsylvania
$115K +$4.13K +46 +3%
CA
1761
Crewe Advisors
Utah
$110K +$15.2K +169 +14%
SWA
1762
Sutton Wealth Advisors
Florida
$109K +$72K +801 +148%
ADL
1763
Asset Dedication LLC
California
$108K
MGIM
1764
M&G Investment Management
United Kingdom
$105K +$21.5M +238,764 +23%
BWA
1765
BDO Wealth Advisors
Florida
$101K +$6.74K +75 +6%
ECU
1766
Eisler Capital (UK)
United Kingdom
$100K +$111K +1,240 New
M
1767
MOTCO
Texas
$96K +$19K +211 +22%
TFM
1768
TFC Financial Management
Massachusetts
$95K -$75.7K -842 -42%
MA
1769
MCF Advisors
Kentucky
$94K -$41.8K -465 -29%
PMFA
1770
Plante Moran Financial Advisors
Michigan
$94K -$36.3K -404 -26%
BWM
1771
Baystate Wealth Management
Massachusetts
$91K +$2.97K +33 +3%
APW
1772
Acima Private Wealth
Virginia
$90.8K
EBA
1773
Eagle Bay Advisors
New York
$90K -$81.6K -908 -45%
DWA
1774
Dougherty Wealth Advisers
Minnesota
$89K
AWM
1775
Accel Wealth Management
Iowa
$88K +$359 +4 +0.4%

MDT Hedge Fund Activity: Q3 2022 in Review

1,930 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2022, worth a combined $87.7B — down 8.3% from $95.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of MDT and 90 opened new positions — a net loss of 58 holders — while 707 trimmed existing stakes and 913 added.

The largest buyer was BlackRock, adding an estimated $505M. The largest seller was Franklin Resources, cutting an estimated $459M.

  • 1,930 institutional investors held Medtronic (MDT) as of Q3 2022, down from 2,021 in Q2 2022.
  • Funds reported $87.7B of Medtronic stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 90 funds opened new Medtronic positions in Q3 2022 and 148 closed out, a net change of -58 holders.
  • The largest Medtronic buyer in Q3 2022 was BlackRock, an estimated $505M added.
  • The largest Medtronic seller in Q3 2022 was Franklin Resources, an estimated $459M sold.

Based on aggregated 13F filings for Q3 2022.